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Recommended Courses for You
Live Classes are limited by size. First come, first serve.
These courses are recommended for you. Review available live classes, events, and master courses. All members receive the following:
All 150+ lessons and topics in our master course
Exclusive access to top-level annuity products
Invitations to closed-door conventions
Toolkits and resources for your system
Develop a skills and comprehensive mastery of the following:
On-Demand Master Course
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Valued at $3,299. See how you can get access for no-cost.
Live Classes
1 available class
On-Demand Masterclass
4+ courses
Annuity Illustrations
Examine illustrations, create case designs customized for clients. Study index-option, page-by-page breakdowns, caps, spreads, par rates, and fees.
Annuity Compensation
Contracting appointments with specific companies and products for maximum compensation, and elite, exclusive products.
Annuity
T-Ups
Add annuity opportunities to your client pipeline. Use annuity t-up language to cross-sell financial products.
Reproducible
Sales Process
Create a reproducible sales process to ensure the highest level of success possible.
Product
Selection
Learn which products are most ideal for your current business model.
History & Types of Annuities
Learn the history and origins of the annuity, as well as the various types.
Compliance
Concerns
Grow compliance awareness for a variety of products.
Annuity
Presentations
Create an annuity presentation and practice effective communication.
Cross-Selling
Learn how to farm existing clients for insurance and financial products.
Courses
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